See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $151,778 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $72,951 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,236 | $101,523-63.3% | $141,162-73.6% | $77,787-52.1% |
| Participation rate | 89.8% | 77.4%+12.5pp | 82.5%+7.4pp | 73.2%+16.6pp |
| Annual return | 30.88% | 56.22%-25.3pp | 71.39%-40.5pp | 32.57%-1.7pp |
| Employer contribution / active EE | $335 | $3,341-90.0% | $4,735-92.9% | $2,504-86.6% |
| Participant deferral / active EE | $3,548 | $6,434-44.8% | $6,709-47.1% | $3,967-10.6% |
| Admin fee / account holder | $125 | $92+37.1% | $10,261-98.8% | $100+25.4% |